Winslow Evans & Crocker’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $358K | Buy |
8,970
+6,780
| +310% | +$271K | 0.07% | 238 |
|
|
2020
Q3 | $72K | Hold |
2,190
| – | – | 0.02% | 405 |
|
|
2020
Q2 | $68K | Sell |
2,190
-596
| -21% | -$18.5K | 0.02% | 413 |
|
|
2020
Q1 | $72K | Sell |
2,786
-704
| -20% | -$18.2K | 0.02% | 376 |
|
|
2019
Q4 | $126K | Buy |
3,490
+636
| +22% | +$23K | 0.03% | 359 |
|
|
2019
Q3 | $92K | Buy |
2,854
+264
| +10% | +$8.51K | 0.03% | 410 |
|
|
2019
Q2 | $82K | Buy |
2,590
+896
| +53% | +$28.4K | 0.02% | 435 |
|
|
2019
Q1 | $52K | Buy |
1,694
+730
| +76% | +$22.4K | 0.01% | 483 |
|
|
2018
Q4 | $26K | Buy |
964
+224
| +30% | +$6.04K | 0.01% | 594 |
|
|
2018
Q3 | $24K | Hold |
740
| – | – | 0.01% | 630 |
|
|
2018
Q2 | $24K | Hold |
740
| – | – | 0.01% | 648 |
|
|
2018
Q1 | $22K | Hold |
740
| – | – | 0.01% | 626 |
|
|
2017
Q4 | $22.1K | Hold |
740
| – | – | 0.01% | 636 |
|
|
2017
Q3 | $20.6K | Buy |
740
+1
| +0.1% | +$28 | 0.01% | 653 |
|
|
2017
Q2 | $20K | Buy |
+739
| New | +$20K | 0.01% | 751 |
|